Applying Bill Credits During Payment

to apply bill credits during payment, please ensure your bank plugin is updated to version 2025 1 1+ you can apply bill credits directly at the pay vendor bills page note in order for the credits to show up, ensure the expense reports checkbox is selected on the setup → company → enable features → employee expenses tab (this is required for apply bill credits functionality) steps to apply bill credits step 1 go to vendor bills page to apply bill credits, navigate to your bank → payments → vendor bills step 2 select bills to apply bill credits identify the bills you would like to apply bill credits to and pay if a default payment method hasn’t been set for a vendor, select a method from the payment method drop down list select the checkboxes next to the bills you want to apply credits to, and click apply credits step 3 select vendor please note the dialog will only show vendors who have bill credits available bills and bill credits are grouped by vendor and currency use the a/p account drop down to filter bills and bill credits by different accounts find the vendor you want to apply the bill credits to and click view bills credits button step 4 applying bill credits there are two methods for applying bill credits auto apply manual apply step 4a auto apply the auto apply function simplifies the process by automatically applying the available bill credits to the bills with the auto apply function, bill credits are applied to bills in order from the oldest to the newest due dates select bill credits to apply the left panel contains a list of all available bill credits, including their original amounts and available balances this panel also displays the total number of bills and bill credits, and how many are currently applied select the checkboxes for the bill credits you wish to apply once selected, click the auto apply button upon clicking auto apply , you’ll notice that bill credits are applied to bills starting from the oldest to the newest due dates the total amount due amount will update to reflect the applied bill credits you can manually adjust the amount of the bill credit if needed or remove bill credits from respective bills by clicking a red cross icon after confirming the bill credits application, click save changes step 4b manual apply the manual apply function allows you to select specific bill credits and determine the amount to apply to particular bills, giving you precise control over the allocation of bill credits click +add new bill credit and select the desired bill credit from the drop down menu you can customize the amount of each bill credit to apply to a particular bill if you wish to remove the applied credits, click the reset button this will clear all bill credits currently applied please note once you manually apply bill credits, the auto apply function will be disabled to restore the auto apply function, click the reset button after confirming the bill credits application, click save changes step 5 processing bill credits the plugin will begin applying bill credits to the selected bills the status column will indicate whether each bill credit has been successfully applied a green checkmark signifies a successful application, while a red caution icon shows that the bill credit could not be applied hover over the icon to see a detailed message explaining why the credit application failed to reapply the failed bill credits, click back to vendor credits if you need to apply bill credits to another vendor, click view more bill credits once you have finished applying bill credits, click done please note bills with a net amount due of zero after applying bill credits will not appear on the plugin's pay bills or payment history pages these bills will be paid directly within netsuite please note bill credits works best if your netsuite environment has no customizations surrounding bill, bill payment and/or bill credits creation, deletion or modification step 6 make payment select the bills to pay and click the pay button on the pay vendors bill page to proceed with payment please note the source account will only appear in the confirm payment pop up if the associated bank account has a number input in the number field faq do i need new permissions to access this feature? please ensure, the role is granted the following permission under manage roles → permissions tab → transactions tab enter vendor credits (level edit) can i apply bill credits from a/p account x against bills from a/p account y? currently, netsuite does not allow bill credits to be applied across different a/p accounts you can only use bill credits against bills within the same a/p account i paid my bill using bill credits, but i can't see it under the payment history tab why? since the bill was fully settled using bill credits, it will not appear on the plugin's payment history page instead, it will be processed directly within netsuite does it work with discounts and credits natively applied within netsuite? yes, this feature is fully compatible with both discounts and bill credits applied directly within netsuite i have a restricted view for class, location, and department, but i don’t see any available credits in the pop up why? please ensure that "include unassigned" is selected for each of these entities in your restricted view settings how can i unapply bill credits? please perform the following steps navigate to the specific bill credit you want to unapply and click edit go to the expenses & items tab and click the apply sub tab clear the checkboxes for the bill(s) you no longer want the credit applied to and click save open the pay bills page or the bill to confirm that the changes have been reflected